Head of Case Design & Policy Services

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Job Title: Head of Case Design & Policy Services

Location: Greater Chicago Area (Northbrook, IL) – Hybrid (At least one day per week)

Overview:

Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Head of Case Design & Policy Services to support their high-net-worth clients and advisory team. This role is ideal for a candidate with strong expertise in insurance products, and case design, who is also organized and eager to grow. The position requires a blend of technical skill and client-focused service, assisting Advisors in delivering tailored insurance solutions that meet clients’ unique financial goals.

Key Responsibilities:

• Assist with insurance case design, supporting advisors in crafting customized strategies for high-net-worth clients.
• Maintain deep knowledge of insurance products, staying informed on industry trends, regulatory changes, and product updates.
• Organize and manage client service tasks, maintaining accurate and up-to-date records, files, and client information.
• Collaborate with the advisory team and provide hands-on client support.

Qualifications:

• Minimum of 5 years of experience in a client service role within the insurance or financial services industry.
• Strong expertise in insurance products, with a background in case design and underwriting.
• Highly organized and able to manage multiple tasks with attention to detail.
• Coachable and willing to learn from experienced advisors and improve processes as needed.
• Excellent communication skills, with a client-centered approach and the ability to build trusting relationships.
• Hybrid work schedule with flexible in-office days
• Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities.

Compensation:

Base Salary: $85,000 - $110,000, depending on experience and qualifications

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Staffing and Recruiting

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Inferred from the description for this job

Medical insurance

Vision insurance

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